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Disclosery

AVGO BROADCOM INC

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COM (common), issuer CIK 1730168

3,751 managers (3,818 13F filers) reported a position in AVGO shares at 2025-03-31, 3,570,963,340 shares in all. 200 filers opened a position and 273 filers sold out during the quarter.

Managers
3,751
13F filers
3,818
New
200
Added
1,771
Reduced
1,541
Sold out
273
Shares held by filers
3,570,963,340

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Uptown Financial Advisors LLC1,905$319K0.33%+56413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,904$319K0.09%+68513F-HRTimeline
Morling Financial Advisors, LLC1,901$318K0.11%new13F-HRTimeline
NOVUS ADVISORS, LLC1,900$318K0.32%+10013F-HRTimeline
Three Magnolias Financial Advisors, LLC1,900$318K0.27%new13F-HRTimeline
Safeguard Financial, LLC1,900$318K0.07%-26413F-HRTimeline
Sepio Capital, LP1,893$317K0.03%+5413F-HRTimeline
Rollins Financial Advisors, LLC1,892$317K0.06%-3,26613F-HR/ATimeline
Harrington Investments, INC1,890$316K0.18%013F-HRTimeline
Alley Investment Management Company, LLC1,890$316K0.04%-9013F-HRTimeline
EARNEST PARTNERS LLC1,888$316K<0.01%013F-HRTimeline
Sterling Financial Group, Inc.1,888$316K0.11%+15813F-HRTimeline
Hamilton Point Investment Advisors, LLC1,883$315K0.06%+6013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,881$315K0.06%-2613F-HRTimeline
Hutchens & Kramer Investment Management…1,878$314K0.17%+33713F-HRTimeline
Gallagher Capital Advisors, LLC1,866$312K0.24%+5713F-HRTimeline
jvl associates llc1,862$312K0.13%-1813F-HRTimeline
Tower Wealth Partners, Inc.1,861$312K0.17%+31613F-HRTimeline
Financial Council, LLC1,860$311K0.17%013F-HRTimeline
First Heartland Consultants, Inc.1,858$311K0.03%-513F-HRTimeline
Private Wealth Management Group, LLC1,857$311K0.11%+69513F-HRTimeline
Alan B Lancz & Associates, Inc.1,850$310K0.33%-10013F-HRTimeline
New Capital Management LP1,849$310K0.09%-313F-HRTimeline
Harold Davidson & Associates Inc.1,846$309K0.17%-14013F-HRTimeline
Columbia Bank1,844$309K0.11%+20013F-HRTimeline
Ifrah Financial Services, Inc.1,843$309K0.09%-17213F-HRTimeline
Wealth Quarterback LLC1,834$307K0.17%+613F-HRTimeline
Randall & Associates Wealth Management1,833$307K0.25%-63913F-HRTimeline
Wall Street Financial Group, Inc.1,828$306K0.32%+46013F-HRTimeline
Provenance Wealth Advisors, LLC1,826$306K0.04%+63613F-HRTimeline
Capstone Financial Advisors, Inc.1,822$305K0.02%-1,21513F-HRTimeline
Unified Investment Management1,822$305K0.36%-1,39813F-HRTimeline
SGL Investment Advisors, Inc.1,466$305K0.16%+35813F-HRTimeline
Wrenne Financial Planning LLC1,819$305K0.16%+2213F-HRTimeline
MPS Loria Financial Planners, LLC1,814$304K0.09%+113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,814$304K0.04%+2713F-HRTimeline
Numerai GP LLC1,808$303K0.06%-1,24313F-HRTimeline
JSF Financial, LLC1,808$303K0.08%-6,53813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,808$303K0.14%-20213F-HRTimeline
Crescent Grove Advisors, LLC1,807$303K0.03%+44613F-HRTimeline
Southeast Asset Advisors, LLC1,806$302K0.04%+6513F-HRTimeline
Cross Staff Investments Inc1,804$302K0.23%013F-HRTimeline
Bruce G. Allen Investments, LLC1,799$301K0.24%-70913F-HRTimeline
M. Kulyk & Associates, LLC1,798$301K0.07%-32413F-HRTimeline
Financiere des Professionnels - Fonds d…1,797$301K0.02%new13F-HRTimeline
Ellenbecker Investment Group1,793$300K0.05%-7813F-HRTimeline
CAPE ANN SAVINGS BANK1,791$300K0.19%+9813F-HRTimeline
POTENTIA WEALTH1,790$300K0.14%+77013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,788$299K0.04%013F-HRTimeline
Heartwood Wealth Advisors LLC1,788$299K0.03%-1813F-HRTimeline
Stewardship Advisors, LLC1,778$298K0.08%+20313F-HRTimeline
IronBridge Private Wealth, LLC1,778$298K0.12%+18713F-HRTimeline
GRANDFIELD & DODD, LLC1,775$297K0.02%-20513F-HRTimeline
Parkside Investments, LLC1,773$297K0.04%+613F-HRTimeline
Hollow Brook Wealth Management LLC1,770$296K0.09%013F-HRTimeline
Tillman Hartley LLC1,770$296K0.09%+1413F-HRTimeline
DHK Financial Advisors, Inc.1,766$296K0.16%013F-HRTimeline
FreeGulliver LLC1,764$295K0.15%+7913F-HRTimeline
Frisch Financial Group, Inc.1,763$295K0.08%+213F-HRTimeline
KFA Private Wealth Group, LLC1,760$295K0.1%+413F-HRTimeline
Wealth Group Ltd1,760$295K0.09%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,757$294K0.06%+2213F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,754$294K0.3%+10413F-HRTimeline
Saudi Central Bank1,752$293K1.55%new13F-HRTimeline
Mill Capital Management, LLC1,750$293K0.02%013F-HRTimeline
WealthTrak Capital Management LLC1,749$293K0.25%+9113F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 4 filers holding1,746$292K-310,049Timeline
Worth Financial Advisory Group, LLC1,746$292K0.19%+30113F-HRTimeline
NDVR, Inc.1,744$292K0.3%-913F-HRTimeline
Sebold Capital Management, Inc.1,742$292K0.19%+73213F-HRTimeline
Foundry Partners, LLC1,740$291K0.02%013F-HRTimeline
Freedom Together Foundation1,740$291K0.04%013F-HRTimeline
Madrona Financial Services, LLC1,738$291K0.08%+18313F-HRTimeline
McIlrath & Eck, LLC1,738$291K0.04%+2613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.1,732$290K0.07%+313F-HRTimeline
Werba Rubin Papier Wealth Management1,732$290K0.06%+12113F-HRTimeline
First City Capital Management, Inc.1,730$290K0.17%+40513F-HRTimeline
Davis Investment Partners, LLC1,622$289K0.13%+24313F-HRTimeline
Wiser Wealth Management, Inc1,719$288K0.08%+12113F-HRTimeline
PCG Wealth Advisors, LLC1,716$287K0.1%+313F-HRTimeline
Ridgepath Capital Management LLC1,712$287K0.14%013F-HRTimeline
Cambridge Financial Group, LLC1,711$287K0.12%-10013F-HRTimeline
Shum Financial Group, Inc.1,709$286K0.25%+71213F-HRTimeline
Runnymede Capital Advisors, Inc.1,708$286K0.27%+45213F-HRTimeline
Banque de Luxembourg S.A.1,708$286K0.16%-26413F-HRTimeline
WHITE PINE CAPITAL LLC1,706$286K0.1%new13F-HRTimeline
Sunburst Financial Group, LLC1,700$285K0.07%-1,32713F-HRTimeline
Credit Capital Investments LLC1,700$285K0.49%new13F-HRTimeline
Topsail Wealth Management, LLC1,699$284K0.06%+36513F-HRTimeline
Zuckerman Investment Group, LLC1,692$283K0.03%+14713F-HRTimeline
Helium Advisors LLC1,687$282K0.21%+53013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,687$282K0.1%-26613F-HRTimeline
Dakota Community Bank & Trust NA1,685$282K1.36%013F-HRTimeline
Lane & Associates LLC1,682$282K0.15%+16313F-HRTimeline
Coyle Financial Counsel LLC1,681$281K0.09%+10113F-HRTimeline
Alamar Capital Management, LLC1,680$281K0.17%013F-HRTimeline
WFA Asset Management Corp212$281K0.15%-1,90813F-HRTimeline
Second Half Financial Partners, LLC1,677$281K0.14%-13513F-HRTimeline
Annandale Capital, LLC1,670$280K0.05%013F-HRTimeline
Brand Asset Management Group, Inc.1,671$280K0.12%-1613F-HRTimeline
Blue Barn Wealth, LLC1,666$279K0.15%+31413F-HRTimeline
Veery Capital, LLC1,665$279K0.11%+13313F-HRTimeline
KOM Wealth Management Group, LLC1,662$278K0.24%-813F-HRTimeline
Parker Financial LLC1,662$278K0.13%-14413F-HRTimeline
Berkshire Money Management, Inc.1,661$278K0.03%-14613F-HRTimeline
Capital Square, LLC1,658$278K0.16%-8313F-HRTimeline
FF Advisors,LLC1,353$277K0.16%+7813F-HRTimeline
Lansing Street Advisors1,649$276K0.09%+3013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC1,644$275K0.09%+6413F-HR/ATimeline
CLIENT 1ST ADVISORY GROUP, LLC1,644$275K0.11%+213F-HRTimeline
Values Added Financial LLC1,641$275K0.15%+8413F-HRTimeline
Sound Income Strategies, LLC1,641$275K0.02%+16513F-HRTimeline
Hilton Capital Management, LLC1,640$275K0.02%-32,14113F-HRTimeline
Bath Savings Trust Co1,636$274K0.03%+11613F-HRTimeline
Evolution Wealth Advisors, LLC1,630$273K0.05%-2,82013F-HRTimeline
Financial Guidance Group, Inc.1,630$273K0.15%new13F-HRTimeline
Abacus Wealth Partners, LLC1,630$273K0.04%+58413F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,628$273K0.08%+9513F-HRTimeline
Rareview Capital LLC1,627$272K0.17%013F-HRTimeline
Shira Ridge Wealth Management1,625$272K0.14%-10913F-HRTimeline
Arlington Financial Advisors, LLC1,624$272K0.05%+37413F-HRTimeline
MAYPORT, LLC1,624$272K0.07%new13F-HRTimeline
Nadler Financial Group, Inc.1,620$271K0.03%+61513F-HRTimeline
Johnson Financial Group, LLC1,618$271K0.03%new13F-HRTimeline
Cornerstone Capital, Inc.1,615$270K0.03%-4313F-HRTimeline
BCS Wealth Management1,610$270K0.07%-70113F-HRTimeline
One Day In July LLC1,610$270K0.03%-16013F-HRTimeline
Crews Bank & Trust1,606$269K0.05%+12613F-HRTimeline
Vertex Planning Partners, LLC1,602$268K0.06%-6113F-HRTimeline
Compound Global Advisors, LLC1,600$268K1.58%-30013F-HRTimeline
Dale Q Rice Investment Management Ltd1,600$268K0.14%new13F-HRTimeline
Bluesphere Advisors LLC1,598$268K0.15%-19713F-HRTimeline
LifeSteps Financial, Inc.1,595$267K0.22%-38513F-HRTimeline
Financial Advisors, LLC1,590$266K0.05%013F-HRTimeline
Stockman Wealth Management, Inc.1,589$266K0.04%+1513F-HRTimeline
Weinberger Asset Management, Inc1,589$266K0.11%+6313F-HRTimeline
Nelson Capital Management, LLC1,585$265K0.05%013F-HRTimeline
SAGE ADVISORS, LLC1,582$265K0.19%+613F-HRTimeline
Payne Capital Management, LLC1,582$265K0.11%+213F-HRTimeline
Prospect Financial Group LLC1,578$264K0.34%-7813F-HRTimeline
Panoramic Capital Partners, LLC1,684$263K0.27%-3,55413F-HRTimeline
UNITED BANK1,569$263K0.03%-20113F-HRTimeline
Infinity Wealth Counsel, LLC1,569$263K0.28%-5613F-HRTimeline
Ruggaard & Associates LLC1,566$262K0.11%+51613F-HRTimeline
Yeomans Consulting Group, Inc.1,566$262K0.1%-75513F-HRTimeline
Jackson Creek Investment Advisors LLC1,562$262K0.08%new13F-HRTimeline
Edge Financial Advisors LLC1,555$260K0.16%+47113F-HRTimeline
Future Financial Wealth Managment LLC1,554$260K0.19%+713F-HRTimeline
Prescott Group Capital Management, L.L.…1,552$260K0.04%new13F-HRTimeline
George Kaiser Family Foundation1,552$260K0.04%new13F-HRTimeline
Wealth Advisors of Iowa, LLC1,550$260K0.11%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC1,550$260K0.28%-23413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC1,548$259K0.14%013F-HRTimeline
Clearwater Capital Advisors, LLC1,546$259K0.03%+1413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,545$259K0.15%-1,53413F-HRTimeline
Cape Investment Advisory, Inc.1,544$258K0.1%+3113F-HRTimeline
Nautilus Advisors LLC1,543$258K0.21%+17713F-HRTimeline
Astra Wealth Partners LLC1,543$258K0.25%+17713F-HRTimeline
Summit Wealth Group, LLC1,538$258K0.08%-6713F-HRTimeline
S.A. Mason LLC1,537$257K0.14%+2713F-HRTimeline
Innova Wealth Partners1,537$257K0.16%+35213F-HRTimeline
Strategic Financial Concepts, LLC1,533$257K0.05%-71613F-HRTimeline
Mount Lucas Management LP1,523$255K0.12%+4913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,520$254K0.1%-1,00013F-HRTimeline
Bluespring Wealth Management, LLC1,515$254K0.03%+12713F-HRTimeline
Index Fund Advisors, Inc.1,507$252K0.02%-1013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,505$252K0.05%+6913F-HRTimeline
Wealth Watch Advisors, INC1,495$252K0.2%-70313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,501$251K0.05%+2413F-HR/ATimeline
Arbor Investment Advisors, LLC1,500$251K0.03%+1013F-HRTimeline
Goodman Financial Corp1,495$250K0.05%-2,16013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,494$250K0.02%+50013F-HRTimeline
Alpha Financial Partners LLC1,494$250K0.2%new13F-HRTimeline
MONTAG & CALDWELL, LLC1,490$249K0.06%013F-HRTimeline
Symmetry Partners, LLC1,489$249K0.03%+13213F-HRTimeline
Grey Fox Wealth Advisors, LLC1,488$249K0.07%+52413F-HRTimeline
Obsidian Personal Planning Solutions LLC1,291$248K0.11%-1213F-HRTimeline
Copley Financial Group, Inc.1,483$248K0.19%-2013F-HR/ATimeline
SOA Wealth Advisors, LLC.18,221$248K0.05%+17,16513F-HRTimeline
Elevate Capital Advisors, LLC1,476$247K0.23%+15613F-HRTimeline
Wallace Hart LLC1,473$247K0.62%-1,20513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,471$246K0.09%+32813F-HRTimeline
Goepper Burkhardt LLC1,470$246K0.1%+4013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…1,469$246K0.04%+58913F-HRTimeline
Capital Advantage, Inc.1,059$245K0.04%013F-HRTimeline
CADINHA & CO LLC1,465$245K0.05%-4313F-HRTimeline
Prasad Wealth Partners, LLC1,457$244K0.08%+13913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.1,456$244K0.22%-1,56113F-HRTimeline
Partners in Financial Planning1,457$244K0.05%013F-HRTimeline
MBE Wealth Management, LLC1,454$243K0.12%+56913F-HRTimeline
Bernard Wealth Management Corp.1,452$243K0.12%+7213F-HRTimeline
LifePlan Investment Advisors, Inc.1,452$243K0.14%-713F-HRTimeline
17 CAPITAL PARTNERS, LLC1,450$243K0.16%+45013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,450$243K0.05%013F-HRTimeline
Note Advisors, LLC1,450$243K0.2%013F-HRTimeline
Blue Edge Capital, LLC1,450$243K0.04%013F-HRTimeline
Plan A Wealth LLC1,449$243K0.19%new13F-HRTimeline
Post Resch Tallon Group Inc.1,465$242K0.25%-7513F-HRTimeline
Aspiring Ventures, LLC1,181$242K0.14%+19213F-HRTimeline
Willis Johnson & Associates, Inc.1,438$241K0.02%-4113F-HRTimeline